Ownership history in SWS Partners · 31 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 14,773 | +683 | +4.8% | 1.15% | $4.8M | $320.77 |
| 2025 Q3 | ADDED | 14,090 | +526 | +3.9% | 1.08% | $4.4M | $312.49 |
| 2025 Q2 | REDUCED | 13,564 | -737 | -5.2% | 1.06% | $3.9M | $285.83 |
| 2025 Q1 | REDUCED | 14,301 | -1 | -0.0% | 1.04% | $3.4M | $240.37 |
As of 2025 Q4 — sorted by position size